# Atlanta Plumbers & Steamfitters Pension Fund DB Plan
Source: https://planprovider.pro/companies/atlanta-plumbers-steamfitters-pension-fund-plan

> Atlanta Plumbers & Steamfitters Pension Fund's DB plan: 2,639 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Atlanta Plumbers & Steamfitters Pension Fund

- **Sponsor EIN:** 581233396

- **Sponsor Address:** 2010 N.W. 150TH AVE, STE 100, PEMBROKE PINES, FL, 330282887

- **Plan Type:** DB

- **Total Participants:** 2,639

- **Total Assets:** $452.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,639|$452.2M|$17.7M|$0|

| 2023|2,339|$415.6M|$15.7M|$0|

| 2022|2,279|$384.7M|$15.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CRESCENT CAPITAL GROUP LP|NONE|$1,392,112|—|$1,392,112|

| CONFLUENCE INVESTMENT MANAGEMENT|NONE|$190,934|—|$190,934|

| CONSTITUTION CAPITAL PARTNERS LLC|NONE|$187,321|—|$187,321|

| ATLANTA CAPITAL MANAGEMENT|NONE|$180,907|—|$180,907|

| NATIONAL EMPLOYEE BENEFIT ADMIN|NONE|$162,000|—|$162,000|

| ARES MANAGEMENT LLC|NONE|$143,182|—|$143,182|

| CHEVY CHASE TRUST COMPANY|NONE|$126,298|—|$126,298|

| FIERA CAPITAL|NONE|$118,829|—|$118,829|

| LAZARD ASSET MANAGEMENT LLC|NONE|$102,774|—|$102,774|

| KAYNE ANDERSON RUDNICK INVESTMENT|NONE|$95,564|—|$95,564|

| CLEAR BRIDGE INTERNATIONAL|NONE|$78,118|—|$78,118|

| HORIZON ACTUARIAL SERVICES LLC|NONE|$62,226|—|$62,226|

| CONGRESS ASSET MANAGEMENT|NONE|$52,158|—|$52,158|

| ARNALL GOLDEN GREGORY LLP|NONE|$46,265|—|$46,265|

| REYNOLDS CONSULTING SERVICES|NONE|$40,500|—|$40,500|

| JP MORGAN ASST MANAGEMENT|NONE|$34,137|—|$34,137|

| AMALGAMATED BANK|NONE|$30,531|—|$30,531|

| NOVAK FRANCELLA, LLC|NONE|$29,710|—|$29,710|

| US BANK|NONE|$12,706|—|$12,706|

| CHARTWELL INVESTMENT PARTNERS|NONE|$9,871|—|$9,871|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN ASST MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,096,143

- **Estimated Expense Ratio:** 0.685% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,364,382|$2,780,031|$162,000|$22,750|—|

| 2023|$3,382,450|$2,729,785|$127,747|$22,750|—|

| 2022|$2,815,082|$2,284,944|—|—|$164,685|

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